LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.9B
AUM Growth
+$810M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
792
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$17.6M
3
+$11.3M
4
TMO icon
Thermo Fisher Scientific
TMO
+$10.6M
5
GNRC icon
Generac Holdings
GNRC
+$9.85M

Top Sells

1
+$18.7M
2
+$17.4M
3
+$12.1M
4
INTU icon
Intuit
INTU
+$10.1M
5
ADP icon
Automatic Data Processing
ADP
+$8.33M

Sector Composition

1 Technology 35.36%
2 Healthcare 19.45%
3 Financials 10.95%
4 Consumer Discretionary 10.77%
5 Communication Services 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.02M 0.01%
3,712
-45
177
$1.01M 0.01%
6,463
178
$1.01M 0.01%
6,299
-43
179
$985K 0.01%
22,686
+372
180
$984K 0.01%
2,520
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181
$978K 0.01%
7,396
182
$945K 0.01%
60,593
+603
183
$933K 0.01%
389
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184
$916K 0.01%
4,570
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185
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9,845
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186
$910K 0.01%
13,515
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187
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12,345
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188
$864K 0.01%
944
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189
$845K 0.01%
2,439
190
$821K 0.01%
10,210
191
$810K 0.01%
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192
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193
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194
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195
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20,270
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196
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31,910
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197
$724K 0.01%
22,590
198
$722K 0.01%
2,270
199
$699K 0.01%
826
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200
$664K 0.01%
7,786
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